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Visual22 Oct 2025
Epiroc's cash spent on M&A
Blue Owl Capital (OWL) investor relations material
Blue Owl Capital Barclays 23rd Annual Global Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Financial Services Conference summary8 Sep, 2025
Macro environment and direct lending outlook
Portfolio is in strong shape with low loan losses and solid revenue and EBITDA growth; minimal exposure to deep cyclicals or retail.
Direct lending market remains rational with reasonable pricing and covenants, though spreads have compressed compared to previous years.
Deal flow is decent due to incumbency and ongoing capital needs, but more M&A activity is anticipated if rates decline.
Trillions in dry powder exist, but equilibrium between capital supply and deal opportunities has not yet been reached.
Performance is expected to remain strong over the next 12–24 months barring unforeseen events.
Competition and market dynamics
Competition from banks remains stable; movement from private to public markets is seen as a natural company lifecycle evolution.
Direct lending offers simplicity and flexibility compared to syndicated deals, making it attractive for PE firms during early ownership stages.
As companies mature, refinancing in public markets is common and not viewed as a threat.
Wealth channel and product innovation
Significant investment in building in-house wealth channel capabilities has led to a strong market position, second only to Blackstone in BDCs.
New products in asset-backed and digital infrastructure (data centers) are being launched, with $1B raised for an interval fund and strong excitement for data center offerings.
Non-traded REITs have become top sellers due to resources and performance; differentiated products are key to gaining platform access.
Data center wealth product growth outlook
GP stakes fundraise pace challenges
Direct lending 'insurance policy' value proposition
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Next Blue Owl Capital earnings date
Q3 202530 Oct, 2025
Next Blue Owl Capital earnings date
Q3 202530 Oct, 2025
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Blue Owl Capital Inc is an alternative asset management firm providing capital solutions to asset managers and private businesses. It specializes in direct lending, GP capital solutions, and real estate investments. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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